Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Global X Funds - Global X Adaptive U.S. Risk Management ETF include Ameritas Advisory Services, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 529,985 | 1.31 | 18,187 | 7.28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,638 | 91 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,743 | 5.47 | 197 | 11.93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,989 | 369.23 | 103 | 410.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 14,104 | 3,331.63 | 0 | -100.00 |
